iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CL ˙ SNSE ˙ US4642871507
SecurityCL:ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
InstitutionEvensky & Katz LLC
Latest Disclosed Ownership1,580,910 shares
Latest Disclosed Value $ 225,169
Evensky & Katz LLC reports 6.22% increase in ownership of ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF

On April 22, 2026 - Evensky & Katz LLC filed a 13F-HR form disclosing ownership of 1,580,910 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF (CL:ITOT) valued at $225,169 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 1,488,295 shares of iShares Trust - iShares Core S&P Total U.S. Stock Market ETF. This represents a change in shares of 6.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-22 2026-03-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COM 464287150 1,580,910 92,615 6.22 225 1.81 12.8072
2026-02-05 2025-12-31 13F ISHARES CORE S&P TOTAL US STOCK MARKET COM 464287150 1,488,295 47,451 3.29 221 5.74 12.4852
2025-11-13 2025-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,440,844 52,493 3.78 210 11.76 12.1746
2025-07-22 2025-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,388,351 -34,737 -2.44 187 8.09 11.4495
2025-05-13 2025-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,423,088 38,526 2.78 174 -2.81 11.6483
2025-02-14 2024-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,384,562 56,194 4.23 178 7.23 11.6516
2024-10-08 2024-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,328,368 66,636 5.28 167 11.41 10.8652
2024-07-26 2024-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,261,732 59,601 4.96 150 7.97 10.4351
2024-04-08 2024-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,202,131 55,418 4.83 139 15.00 9.7809
2024-02-14 2023-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,146,713 55,131 5.05 121 17.65 9.0775
2023-10-10 2023-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,091,582 -232,881 -17.58 103 -20.93 8.7838
2023-07-24 2023-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,324,463 31,197 2.41 130 10.26 9.8268
2023-04-20 2023-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 1,293,266 382,572 42.01 117 51.95 9.4550
2023-01-12 2022-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 910,694 69,496 8.26 77 -99.88 6.9636
2022-10-19 2022-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 841,198 66,552 8.59 66,909 3.10 7.9207
2022-07-19 2022-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 774,646 18,296 2.42 64,900 -14.99 7.4104
2022-04-28 2022-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 756,350 -61,927 -7.57 76,346 -12.79 7.5469
2022-02-16 2021-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 818,277 70,113 9.37 87,539 18.93 8.4332
2021-10-06 2021-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 748,164 69,038 10.17 73,604 9.74 7.6897
2021-08-04 2021-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 679,126 129,626 23.59 67,071 33.25 6.8399
2021-04-09 2021-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 549,500 129,734 30.91 50,334 39.07 5.5649
2021-02-08 2020-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 419,766 162,511 63.17 36,192 86.36 4.4767
2020-10-21 2020-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 257,255 67,520 35.59 19,420 47.40 2.6320
2020-08-05 2020-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 189,735 58,622 44.71 13,175 75.64 1.9015
2020-05-01 2020-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 131,113 8,460 6.90 7,501 -15.86 1.1791
2020-02-13 2019-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 122,653 1,701 1.41 8,915 9.90 1.2385
2019-11-07 2019-09-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 120,952 -1,386 -1.13 8,112 -0.48 1.1075
2019-08-06 2019-06-30 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 122,338 555 0.46 8,151 3.94 1.1281
2019-08-06 2019-03-31 13F/A-1 ISHARES TR COM 464287150 121,783 1,968 1.64 7,842 15.32 1.0973
2019-05-07 2019-03-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 121,783 1,968 7,842
2019-01-29 2018-12-31 13F ISHARES CORE S&P TOTAL US STOCK MKT COM 464287150 119,815 118,698 10,626.50 6,800 9,089.19 1.1314
2018-11-15 2018-09-30 13F ISHARES S&P 1500 INDEX COM 464287150 1,117 0 0.00 74 7.25 0.0109
2018-08-03 2018-06-30 13F ISHARES S&P 1500 INDEX COM 464287150 1,117 0 0.00 69 2.99 0.0121
2018-05-04 2018-03-31 13F ISHARES S&P 1500 INDEX COM 464287150 1,117 -1,037 -48.14 67 -48.85 0.0116
2018-01-30 2017-12-31 13F ISHARES S&P 1500 INDEX COM 464287150 2,154 0 0.00 131 5.65 0.0215
2017-11-07 2017-09-30 13F ISHARES S&P 1500 INDEX COM 464287150 2,154 0 0.00 124 4.20 0.0214
2017-08-03 2017-06-30 13F ISHARES S&P 1500 INDEX COM 464287150 2,154 -874 -28.86 119 -26.99 0.0213
2017-04-25 2017-03-31 13F ISHARES S&P 1500 INDEX COM 464287150 3,028 614 25.43 163 32.52 0.0299
2017-01-23 2016-12-31 13F ISHARES S&P 1500 INDEX COM 464287150 2,414 0 0.00 123 3.36 0.0236
2016-11-14 2016-09-30 13F ISHARES S&P 1500 INDEX COM 464287150 2,414 1,139 89.33 119 -1.65 0.0237
2016-07-28 2016-06-30 13F ISHARES S&P 1500 INDEX COM 464287150 1,275 -2,299 -64.33 121 -63.66 0.0268
2016-05-04 2016-03-31 13F ISHARES S&P 1500 INDEX COM 464287150 3,574 125 3.62 333 4.06 0.0778
2016-02-16 2015-12-31 13F ISHARES S&P 1500 INDEX COM 464287150 3,449 -2,109 -37.95 320 -34.16 0.0766
2015-11-04 2015-09-30 13F ISHARES S&P 1500 INDEX COM 464287150 5,558 938 20.30 486 11.47 0.1336
2015-08-14 2015-06-30 13F ISHARES S&P 1500 INDEX COM 464287150 4,620 97 2.14 436 1.87 0.1146
2015-05-14 2015-03-31 13F ISHARES S&P 1500 INDEX COM 464287150 4,523 4,523 428 0.1154
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.